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CUSTOMER EXPERIENCE AUTOMATION™ PLATFORM




Unleash the power of AI and no-code to self-serve every micro-engagement™-from
acquisition and onboarding to end-to-end customer service journeys.

Conversational Apps™


Intelligentlly automated conversations

Invisible App™

Secure app-like experience
Invisible Portal™

No-code portal-like experience
SmartMail™

Intelligent email automation
Intelligent Document Automation™

Document understanding & automation

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Email Triage

Automate incoming emails
IVR Deflection

Handle surging call volumes
Two-Way Texting

Offer two-way digital channels
Automated Surveys

Increase survey completions
Quoting & RFP Automation

RFP intake automation
Sales Enablement Automation

Deliver powerful self-service tools
Automated Claims Processing

Decrease time to resolution
FNOL Process Automation

First Notice of Loss handling

QUICK-START SOLUTION PACKS




Get started with pre-built solutions bundled to solve immediate challenges. Get
up and running in a few weeks and realize immediate results.

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Press Release
Ushur announces Series C

Customer Experience Automation

Learn about Customer Experience Automation

Platform

The Ushur Customer Experience Automation™ (CXA) Platform

Solutions

Ushur solutions designed for specific industries and use cases

Customers

View customer success stories and see what makes the Ushur CXA Platform so
incredible

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Company

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See it in ActionGet Support

Back


CXA™ PLATFORM


Conversational Apps™

Intelligentlly automated conversations

Invisible App™
Secure app-like experience
Invisible Portal™
No-code portal-like experience
SmartMail™
Intelligent email automation
Intelligent Document Automation™
Document understanding & automation
 * Studio
   
 * Security
 * Insights
 * APIs
 * Community
 * Certification

Webinar
Revolutionize Customer Support Efficiency with AI-Driven Email Triage

Back



SOLUTION PACKS


BY INDUSTRY

Insurance Automation
Insurance automation solutions
Healthcare Automation Solutions
Healthcare automation solutions
Banking & Financial Services
Banking automation solutions

BY USE CASE

 * Email Triage
 * IVR
   Deflection
 * FNOL Process Automation
 * Sales Enablement Automation

 * Two-Way Texting
 * Automated Surveys
 * Quoting & RFP
 * Automated Claims Processing


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RESOURCES



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Case Studies

Videos

Whitepapers

Events

Overviews

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Analyst Relations
Webinar
GenAI and the Future of Work & Productivity

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About Ushur

Press & News

Partner Program

Ushur University

Ushur Community

Careers

Awards

Support

Contact Us
Press Release
Ushur announces Series C


INTELLIGENT DOCUMENT AUTOMATION™


AI-POWERED DOCUMENT PROCESSING FOR A FASTER AND BETTER CUSTOMER EXPERIENCE

Automatically process emails, documents and forms in real-time while keeping
customers in-the-loop through personalized Micro-Engagements™.
Show me how




WHAT IS INTELLIGENT DOCUMENT AUTOMATION?


PROCESS DOCUMENTS IN REAL-TIME, INSTEAD OF WAITING FOR DAYS

Intelligent Document Automation makes it easy for enterprises to process data
locked in customer-submitted files. Ushur uses Natural Language Processing and
Machine Learning to transform unstructured and semi-structured data into a
machine-readable format.

Ushur makes doing business easy for insurance, financial services, and
healthcare organizations, including processing documents in real-time instead of
waiting for days. Intelligent Document Automation uses OCR to identify key data
from documents and AI/ML to understand, extract and transform it for automatic
updates into backend systems.

Liberate your knowledge workers from manually keying in data and following up
with customers. Intelligent Document Automation from Ushur delivers a better,
faster customer experience while supercharging your operations.
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HOW INTELLIGENT DOCUMENT AUTOMATION WORKS


INTELLIGENT DOCUMENT PROCESSING (IDP) IS KEY TO THE END-TO-END CUSTOMER JOURNEY

INCOMING

Important business information is hidden in emails and documents, inaccessible
by usual automation tools.

UNDERSTAND

Ushur AI/ML recognizes customer intent and classifies the document based on
business rules.

TRANSFORM

The document is cleaned up and reconfigured into the appropriate machine
readiable format.

EXTRACT

Important key values pairs are identified, and the data is extracted per use
case requirements.

ACTION

Ushur updates the data in your backend and notifies the customer of completion -
resolving the case.

RETRIEVE

Customers are notified of missing documents or info and are given a secure link
to submit their files or updates.

VALIDATE

Unprocessed fields are corrected by humans, pattern matching, or API-based
lookups from the back-end.


LEARN


CUSTOMER EXPERIENCE AUTOMATION™

Often the application of automation technology is focused either on handling
only front-end customer service inquiries or managing back-office processes. CXA
looks to solve these shortcomings.
Learn about CXA




INTELLIGENT DOCUMENT AUTOMATION USE CASES


INSURANCE


HEALTHCARE


BANKING & FINANCIAL SERVICES

PENSION CONTRIBUTIONS

Manual work is needed to reconfigure employee pension documents submitted by HR
partners into a format compatible with backend systems.

Ingest the unstructured information in these documents from a secure portal and
automatically transform in real-time, outputting structured, machine-readable
data for downstream processing.

CLAIMS ADJUDICATION

Medical claims submitted for repayment are often received via fax or email and
contain sensitive information protected by HIPAA.

Automate this process to avoid errors, delays in payment, and risk of
non-compliance – freeing the knowledge worker up for faster and more accurate
decision making.

ACCOUNT OPENING

Opening a bank account requires multiple applications and proof of records such
as passports, utility bills, and invoices.

Automate every touchpoint from document intake to account setup to quickly
onboard customers and enable agents to focus on building relationships.

FIRST NOTICE OF LOSS (FNOL)

Gathering Information to complete FNOL requests involve multiple documents and
customer touchpoints.

Automate the entire FNOL interaction from the incident location – collecting
accident images, license information, documents and incident data to update
claim systems in real-time.

PATIENT PREAUTHORIZATION

Various customer details and medical records must be collected to authorize a
service for payment.

Automation is key for time sensitive cases with immediate treatment. Shorten
turnaround time while lowering operational cost by extracting and verifying the
data against internal backend systems.

LOAN ORIGINATION

Applying for a loan is a document-intensive process with bank statements, W2s,
and proof of employment.

Automate customer verification, application review, and customer follow-up for
faster turnaround time, combating spikes in demand.


KEY BENEFITS OF INTELLIGENT DOCUMENT AUTOMATION


TRANSFORM YOUR CUSTOMER EXPERIENCES

Intelligent Document Automation transforms your customer experience, removing
document-processing delays and shortening the time to ticket resolution.

IMPROVE CUSTOMER SATISFACTION

Informative updates and faster case resolution

DELIVER STRAIGHT-THRU PROCESSING

Transform documents into machine-readable data

SPEED UP TURNAROUND TIME

Automated repetitive knowledge work


READY TO LEVEL UP YOUR
CUSTOMER EXPERIENCES?

Explore the Ushur Platform, or contact sales now and start improving and
automating customer experiences with incredible self-service options. You can
contact us to design a custom solution for your business.
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USHUR COMMUNITY

Join a community of Ushurites, learning and improving the best Customer
Experience Automation platform available.
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NEWSLETTER

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industry content.


PLATFORM

CUSTOMER EXPERIENCE
AUTOMATION

Platform OverviewCXAAPIs & IntegrationsAnalyticsSecurity & Compliance

PRODUCTS

Conversational AppsInvisible AppInvisible PortalSmartMailIntelligent Document
Automation

SOLUTIONS

UshurX

BY INDUSTRY

Insurance AutomationHealthcare AutomationBanking Automation

BY USE CASE

IVR DeflectionEmail TriageTwo-Way TextingFNOL Process Automation
Sales Enablement Automation
Helpdesk Automation
Automated Claims Processing
Automated Surveys


RESOURCES

Blog
Events
Case Studies
OverviewsWebinars
Whitepapers
Videos


COMPANY

About Ushur
Careers
Press & News
AwardsBecome a PartnerSupport
Ushur University
Ushur Community
Contact Us


SUPPORT

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USHUR LOCATIONS

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